Adviser Profile
| As of Date | 06/20/2026 |
| Registration | SEC, Approved, 08/16/2024 |
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| Former registrations | |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 1,191,853,071 77% |
| of that, discretionary | 0 |
| Number of Employees | 7 |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,287,241 59% |
| % High Net Worth | 97.98% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Investment companies
- Other investment advisers
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1B
1B
851M
681M
511M
341M
170M
2024
2025
2026
Private Funds
No private funds